Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,865 | $93,617+82.5% | $135,982+25.7% | $75,177+127.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.53% | 30.89%-13.4pp | 68.32%-50.8pp | 160.75%-143.2pp |
| Employer contribution / active EE | $5,180 | $3,538+46.4% | $4,859+6.6% | $2,671+93.9% |
| Participant deferral / active EE | $13,687 | $6,406+113.7% | $7,760+76.4% | $4,126+231.7% |
| Admin fee / account holder | $16,185 | $6,980+131.9% | $10,767+50.3% | $5,651+186.4% |